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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Independent Wealth Network, Inc. (swap one in):+ Selby Wealth Management $544.8M · Emeryville, CA+ Penobscot Financial Advisors $544.5M · Portland, ME+ Fusion Capital, LLC $492.3M · Mt. Pleasant, SC+ Brick & Kyle Associates Inc $491.7M · Newtown, PA
Urbandale, IA
Ripon, CA
Saint Louis, MO
Assets under management$518.4M$544.6M$545M
Asset growth, last 2 years+45%+65%+33%
Advisory staff3038
Individual clients1,445155505
Assets per client$359K$3.5M$1.1M
Clients per advisor485263
Main custodianSchwabSchwabSchwab
Filing with the SEC since201720212022
Tools in their stack–41
People on Advicer.bio3439

From each firm's latest Form ADV (Oct 2026, Mar 2026, May 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolIndependent Wealth Network, Inc.Sierra Ocean, LLC25 Financial
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
AdvisorStream–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion–Uses itUses it

Custodians on Form ADV: Independent Wealth Network, Inc.: Schwab · Sierra Ocean, LLC: Schwab · 25 Financial: Schwab, Fidelity